Unit Based Team Toolkit

The resources below guide you through creating and improving your department's UBT.

Orientations, Charter and Path to Performance

Participants from the third installment of the Unit Based Teams Co-Sponsor Co-Lead Training

Level 1 Team Resources - Launching 

UBT Coaches work with each Team to help manage and measure what they aim to do. This image shows the UBT Charter, which rounds up each Team’s core information in one place to be found easily at a glance.

  • Tool 16 – Kickoff meeting

  • Tool 18 – How to brainstorm

  • Tool 19 – How to Choose a Meaningful Project

  • Tool 20 – Essential Tips for Co-Leads

Level 2 Team Resources - Stabilizing 

  • Tool 21 – UBT Agenda Meetings 2 and 3

  • Tool 22 – Selecting Problems for Change

  • Tool 23 – UBTC Meeting Evaluation

 Level 3 Team Resources - Improving 

  • Tool 25 - When to Seek Help from Your Co-Sponsors

  • Tool 26 - Fish Out Your Root Cause

  • Tool 27 - Six Questions Every Co-Sponsor Should Ask

  • Tool 28 - Asking Good Questions

Level 4 Team Resources - High-Performing

  • Tool 29 - Mindsets of successful UBTs

  • Tool 30 - Ten essential tips for managing change

  • Tool 31 - Recognition questionnaire

  • Tool 33 - High-performing UBT self-assessment

  • Tool 34 - Moving on up: seven tips for becoming a level 5 UBT

Recruitment Tools

  • Tool 6 - Recruitment SVP/Senior Leadership

  • Tool 7 - Co-sponsor recruiting

  • Tool 8 - Manager co-lead recruiting

  • Tool 9 - Labor co-lead recruiting